Tool Comparison
Value Sense vs Yellowbrick Investing
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $15/mo instead of $24/mo
- You want screeners, backtesting, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $24/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want newsletters.
Start here
Value Sense
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $24/mo
- You want screeners, backtesting, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Yellowbrick Investing instead if
Yellowbrick Investing
Free • From $288/yr · Web
- You want newsletters.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Value Sense and Yellowbrick Investing cover a lot of the same ground (3 shared categories, stock ideas, institutional ownership, and alerts), so for the basics you won't go far wrong with either. Value Sense simply does more: 17 categories to Yellowbrick Investing's 4, including screeners, backtesting, and stock comparison. Yellowbrick Investing counters by keeping things simpler.
What readers say
Value Sense
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Yellowbrick Investing
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Key differences at a glance
- Cheaper paid plan
- Value Sense$15/mo vs $24/mo
- Broader coverage
- Value Sense17 vs 4 categories
- Asset coverage
- Yellowbrick InvestingAdds ETFs
- Free plan
- Both
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $15/mo | Free • From $288/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Value Investors +1 more | — |
Categories covered | 17 | 4 |
Regions | — | North America, Europe, APAC |
| Data & capabilities | ||
Capabilities | Ranking backtests and AI summaries: Transcripts | — |
| Try it | Visit Value Sense | Visit Yellowbrick Investing |
Standout features
The best features of Value Sense and Yellowbrick Investing.ShowHide
Standout features
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
All details
Every attribute we track for Value Sense and Yellowbrick Investing.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersValue InvestorsAnalysts | Not specified |
Regions | Not specified | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Access & integrations | ||
Export formats | ExcelImagePDF | Not specified |
| Plans & trust | ||
Capability signals | Ranking backtestsAI summaries: Transcripts | Not specified |
Vendor & support | VALUESENSE INCCountry: USASupport: Email | Not specified |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free |
| Entry paid plan | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more | $288/yr≈ $24/mo“Yellowbrick Premium Annual” |
| Top plan | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more | $30/mo“Yellowbrick Premium Monthly” |
| Custom / enterprise | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial | — |
Questions we keep getting
What's the difference between Value Sense and Yellowbrick Investing?
Value Sense leans toward stock ideas, screeners, and backtesting, while Yellowbrick Investing puts more weight on stock ideas, institutional ownership, and alerts. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Value Sense and Yellowbrick Investing cost?
Good news: both Value Sense and Yellowbrick Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Value Sense or Yellowbrick Investing?
It depends on what you're after. Pick Value Sense if screeners and backtesting matter to you; go with Yellowbrick Investing if you'd rather have newsletters. And if you only need the basics both share, let price decide.
What asset classes do Value Sense and Yellowbrick Investing cover?
Both cover stocks. Yellowbrick Investing adds ETFs on top.
Can I export data from Value Sense and Yellowbrick Investing?
Value Sense exports to Excel. Yellowbrick Investing is stingier about getting data out.
Which has a better stock screener: Value Sense or Yellowbrick Investing?
Value Sense has a stock screener for surfacing ideas; Yellowbrick Investing doesn't, and focuses its energy elsewhere.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.